Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$308,178
-$177,331 QoQ
Shares Held
1,823
-31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,463
of 2,093 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Plan A Wealth LLC holds $371,279 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,823 | $308,178 | |
| 2 | UGP |
Ultrapar Holdings Inc
|
12,570 | $63,101 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,178 | 1,823 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $485,509 | 2,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $343,891 | 2,665 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $362,493 | 2,665 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $317,934 | 2,665 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $329,074 | 2,665 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $303,623 | 2,665 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||